Overview
The private wealth management industry is undergoing a significant transformation. Driven by demand for personalization, enhanced client experiences, and rising service expectations, technology, data, and human-centered strategies are redefining the future of wealth management.
Key takeaways:
- Personalization: Technology enables highly bespoke financial strategies beyond traditional asset allocation.
- Client as the Differentiator: The rising importance of seamless, tech-enabled, and relationship-focused client interactions.
- Meeting Expectations across Generations: Insights into the shifting preferences and changing values of investors.
- Balancing Trust and Tech: The future of transparent hybrid advisory approaches blending human expertise and AI driven expectations.
- Building Human Touch through Transparency: Key strategies to enhance long-term client relationships in an increasingly digital-first industry..
Speakers:
Peter Went, CFA
Senior Director, Learning Content
CFA Institute
Chris Cutler, CFA
President
Manager Analysis Group
Helena Eaton, CFA
Investment Advisor
Bedrock Group
Webinar
Navigating wealth & private markets series: The future of private wealth management
Complimentary